Bedel Financial Consulting’s Healthcare Realty HR Stock Holding History

Bedel Financial Consulting’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,922	Closed	-$186K	–	483
2022 Q1	$186K	Hold	5,922	–	–	0.06%	189
2021 Q4	$198K	Hold	5,922	–	–	0.06%	190
2021 Q3	$176K	Hold	5,922	–	–	0.06%	196
2021 Q2	$158K	Hold	5,922	–	–	0.06%	207
2021 Q1	$163K	Hold	5,922	–	–	0.06%	193
2020 Q4	$163K	Hold	5,922	–	–	0.07%	170
2020 Q3	$154K	Hold	5,922	–	–	0.08%	162
2020 Q2	$157K	Hold	5,922	–	–	0.08%	152
2020 Q1	$144K	Hold	5,922	–	–	0.1%	150
2019 Q4	$179K	Hold	5,922	–	–	0.1%	151
2019 Q3	$174K	Hold	5,922	–	–	0.1%	151
2019 Q2	$162K	Hold	5,922	–	–	0.1%	154
2019 Q1	$169K	Hold	5,922	–	–	0.11%	146
2018 Q4	$150K	Hold	5,922	–	–	0.11%	145
2018 Q3	$153K	Hold	5,922	–	–	0.1%	155
2018 Q2	$160K	Hold	5,922	–	–	0.12%	152
2018 Q1	$157K	Buy	+5,922	New	+$158K	0.12%	155

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bedel Financial Consulting's HR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Healthcare Realty (HR) in Q2 2022, closing a stake of 5,922 shares — an estimated $186K sold.

Bedel Financial Consulting first reported a position in HR in Q1 2018 and held it in 17 quarters. The position peaked at $198K in Q4 2021. 382 funds tracked by Wall St. Rank hold HR as of Q2 2022.

Bedel Financial Consulting reported no remaining Healthcare Realty position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 5,922 Healthcare Realty shares in Q2 2022, an estimated $186K.
Bedel Financial Consulting first reported a position in Healthcare Realty in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Healthcare Realty position peaked at $198K in Q4 2021.
382 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.